How Trusted Finance Partner collects, uses, stores and protects your personal information.
Trusted Finance Partner operates trustedfinancepartner.com and is committed to protecting the privacy of everyone who visits the website or engages our advisory services. This policy explains what information we collect, why we collect it and the choices available to you.
By using this website or submitting information through any of our forms, you confirm that you have read and understood this policy.
We collect information that you provide directly, including your name, email address, telephone number, the service you are interested in and the details of any enquiry you submit.
Where you engage us for advisory work, we may additionally collect financial information relevant to that engagement, such as income details, existing obligations, asset information and risk preferences. This information is collected only where it is necessary to provide suitable advice.
We also collect limited technical information automatically, including browser type, device category and general usage patterns, to help us maintain and improve the website.
We use the information we collect to respond to enquiries, deliver the advisory services you have requested, prepare recommendations, meet regulatory and record-keeping obligations, and send newsletter communications where you have subscribed.
We do not use your personal information for automated decision-making that produces legal or similarly significant effects without human involvement.
We process personal information on the basis of your consent, the performance of a contract with you, compliance with legal obligations and our legitimate interest in operating and improving our services. Where processing relies on consent, you may withdraw that consent at any time.
Newsletter subscription is entirely optional and requires an explicit action from you. Every communication we send includes a clear method of opting out, and you may also use the unsubscribe page on this website at any time.
We do not sell, rent or trade subscriber lists to third parties under any circumstances.
The website may use cookies and similar technologies to remember preferences, maintain session integrity and understand aggregate usage. Most browsers allow you to refuse or delete cookies through their settings. Disabling certain cookies may affect the functionality of parts of the site.
We share personal information only where necessary: with service providers who support our operations under confidentiality obligations, with regulators or authorities where legally required, and with product providers where you have instructed us to act on your behalf.
All third parties acting on our instructions are required to protect your information to a standard consistent with this policy.
We apply administrative, technical and physical safeguards designed to protect personal information against unauthorised access, alteration, disclosure or destruction. Access to client information is restricted to personnel who require it to perform their role.
No method of transmission or storage is entirely secure. While we work to protect your information, we cannot guarantee absolute security.
We retain personal information for as long as necessary to fulfil the purposes described in this policy and to satisfy applicable legal, regulatory and record-keeping requirements. When information is no longer required, it is securely deleted or anonymised.
Subject to applicable law, you may request access to the personal information we hold about you, request correction of inaccurate information, request deletion where retention is no longer required, object to certain processing, and request that we restrict processing in specified circumstances.
To exercise any of these rights, please use the details provided on our Contact Us page. We may need to verify your identity before responding.
Our services are intended for adults. We do not knowingly collect personal information from children. If you believe a child has provided us with information, please contact us so that it can be removed.
This website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites, and we encourage you to review their policies before providing any information.
We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. The current version is always published on this page, and continued use of the website constitutes acceptance of the updated policy.
If you have questions about this policy or about how your information is handled, please reach us through the Contact Us page of this website.